SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$26.8M
3
+$17.6M
4
ADBE icon
Adobe
ADBE
+$14M
5
MSFT icon
Microsoft
MSFT
+$13.6M

Top Sells

1
+$16.3M
2
+$10.2M
3
+$9.92M
4
DIS icon
Walt Disney
DIS
+$8.42M
5
PYPL icon
PayPal
PYPL
+$6.63M

Sector Composition

1 Technology 15.39%
2 Consumer Discretionary 8.59%
3 Financials 7.15%
4 Healthcare 6.16%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$30K ﹤0.01%
+523
1952
$30K ﹤0.01%
+575
1953
$30K ﹤0.01%
+65
1954
$30K ﹤0.01%
+476
1955
$30K ﹤0.01%
830
+107
1956
$30K ﹤0.01%
170
1957
$30K ﹤0.01%
250
-58
1958
$29K ﹤0.01%
+2,000
1959
$29K ﹤0.01%
747
+289
1960
$29K ﹤0.01%
897
-415
1961
$29K ﹤0.01%
+62
1962
$29K ﹤0.01%
+1,383
1963
$29K ﹤0.01%
250
1964
$29K ﹤0.01%
1,826
1965
$29K ﹤0.01%
2,586
+2,100
1966
$29K ﹤0.01%
1,195
1967
$29K ﹤0.01%
+1,442
1968
$29K ﹤0.01%
1,170
1969
$29K ﹤0.01%
68
+45
1970
$29K ﹤0.01%
562
+15
1971
$29K ﹤0.01%
511
+2
1972
$29K ﹤0.01%
1,125
+26
1973
$29K ﹤0.01%
313
1974
$29K ﹤0.01%
+340
1975
$29K ﹤0.01%
227
-62
77 78
79
80 81